Longview Financial Advisors, LLC
Longview Financial Advisors, LLC is an SEC-registered wealth manager with $383.9M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Longview Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291192, SEC 801-112241, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $383.9M (2026-05-06)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 125
- CRD
- 291192
- Ownership
- HARRINGTON, TIMOTHY, CHARLES; SWAYZE, ASHLEIGH, COOPER; HARRINGTON, COLLEEN, LUX; ZGRAJEWICZ, EMILIE, SWAYZE; Harrington, Colleen
How much AUM does Longview Financial Advisors, LLC have?
Longview Financial Advisors, LLC reported $383.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Longview Financial Advisors, LLC?
Disclosed owners and executives of Longview Financial Advisors, LLC include HARRINGTON, TIMOTHY, CHARLES, SWAYZE, ASHLEIGH, COOPER, HARRINGTON, COLLEEN, LUX, ZGRAJEWICZ, EMILIE, SWAYZE, Harrington, Colleen. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.